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Browse reverse mortgage specialists serving Lake Geneva, Wisconsin. Contact information and addresses listed below.
13 agents listed
Updated May 2026
Lake Geneva, WI
Important: Listings are compiled from publicly available sources and have not been independently verified by BeforeMortgageUSA.com. We do not endorse any broker or guarantee outcomes. Verify licensing and disciplinary status with the Wisconsin before hiring.
Showing 13 reverse mortgage specialists in Lake Geneva, WI
Listings are displayed in no particular order and are not ranked by BeforeMortgageUSA. Order does not constitute a recommendation or endorsement of any broker.
Coldwell Banker Real Estate Group
226 Broad St, Lake Geneva, WI 53147
2623481100
FORM Wealth Advisors
431 Geneva National Ave S, Lake Geneva, WI 53147
2626863005
Beacon Pointe Advisors
875 Townline Rd Suite 100, Lake Geneva, WI 53147
2623489981
Bank CMG
500 Interchange N, Lake Geneva, WI 53147
2627678600
Edward Jones - Financial Advisor: Steven J Lois
804 Geneva Pkwy N Suite 108, Lake Geneva, WI 53147
2622488252
Edward Jones - Financial Advisor: Sheila M Broderick
114 E Geneva Square, Lake Geneva, WI 53147
2622484058
Guaranteed Rate
503 Center St, Lake Geneva, WI 53147
2622486681
US Bank Mortgage
303 Center St, Lake Geneva, WI 53147
8008722657
Chase Home Lending
426 Center St, Lake Geneva, WI 53147
4073107779
Wintrust Mortgage
550 Commercial Ct, Lake Geneva, WI 53147
2622485189
Jim Griffiths - Preferred Rate
753 Geneva Pkwy N Building 2, Suite 4, Lake Geneva, WI 53147
9139722113
Wintrust Mortgage
567 Broad St, Lake Geneva, WI 53147
2622486940
PNC Mortgage
401 Broad St, Lake Geneva, WI 53147
2622489979
Reverse mortgage specialists in Lake Geneva Wisconsin help homeowners aged 62 and older convert home equity into tax-free funds without monthly mortgage payments. Wisconsin law requires borrowers to complete HUD-approved counseling before applying for a Home Equity Conversion Mortgage HECM. Lake Geneva specialists guide clients through the unique aspects of Wisconsin property tax deferral and homestead credit programs that can affect reverse mortgage eligibility.
What Does a Reverse Mortgage Specialist in Lake Geneva Cost?
Typical costs for a reverse mortgage specialist in Wisconsin include an origination fee of up to 2 percent of the home value capped at 6000 dollars. Third-party costs such as appraisal title insurance and recording fees range from 2000 to 5000 dollars. HUD counseling costs between 125 and 250 dollars. These costs can be financed into the loan. This is general information not mortgage or financial advice.
* Cost estimates are general ranges based on publicly available data and compiled using automated research tools. Actual fees vary by agent and case complexity. This is not mortgage or financial advice — consult directly with an agent for fee specifics.
Frequently Asked Questions
What are the age requirements for a reverse mortgage in Lake Geneva Wisconsin?
Borrowers must be at least 62 years old. If married the younger spouse must also be 62 unless the loan is a HECM for purchase or the younger spouse is a non-borrowing spouse. Wisconsin law follows federal HUD guidelines for age requirements.
Do I need counseling before getting a reverse mortgage in Wisconsin?
Yes Wisconsin law requires all reverse mortgage applicants to complete a counseling session with a HUD-approved counselor. The session covers loan terms costs and alternatives. Counseling must happen before you submit a loan application.
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BeforeMortgageUSA.com is not a mortgage referral service, or financial advice provider. No broker-client relationship is formed by submitting a form or using this site. We do not endorse, recommend, or vouch for the qualifications of any broker. Past results do not guarantee future outcomes. Each case is different. Verify broker credentials with your state mortgage licensing authority before hiring.
About Our Listings
Brokers listed on BeforeMortgageUSA.com are compiled from publicly available directories, state mortgage licensing authority records, and business listings. Inclusion does not constitute endorsement. We do not verify broker licensing, disciplinary status, or qualifications. Verify each broker's current standing with the Wisconsin.